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Understanding Kanban Board in Microsoft Dynamics 365 CRM - What Are They & How to Use Them!

It is the day and age of VISUALIZATION! Do you know why? It is because…. Visual representation gets 90% more views than text-based information...

Synchronous vs Asynchronous Workflows in Dynamics 365 CRM: Best Practices for Large Data Sets – Part 1

Every CRM professional has faced this at some point: a workflow that performs flawlessly in testing but slows everything down when deployed at...

Attach2Dynamics: A Cost-Effective Solution for Saving Microsoft Dynamics 365 CRM Storage Space

Norton PVT LTD is a company that deals in precision equipment and understands the importance of keeping track of their communication with clie...

Time Zone Labels in Dynamics 365 Customer Insights - Journeys Events

There is a magical The ‘Event time zone’ field in Dynamics 365 which is used for Events in Customer Insights - Journeys. Technically speaking...

Webinar: Reduce storage consumption in Dynamics 365 CRM and Auto Sync Security Privileges to SharePoint!

  Microsoft Dynamics 365 CRM users produce a significant amount of data in the form of emails, notes, and sales literature attachments. W...

Dynamics 365 - 2023 Wave-1 - Customer Service part-1

In this blog post, the author delves into the upcoming Dynamics 365 - 2023 Wave-1 update and more specifically, the changes coming to the Cust...

Dynamics 365 Business Central: Bulk export/download reports with different layouts to a zip file (Download Posted Sales Invoices/Posted Purchase Invoices to a zip file)

Hi, Readers.Today I would like to briefly share a recent requirement, how to bulk export/download reports with different layouts to a zip file...

One AI Agent for Every Stage of Your Dynamics 365 CRM Sales Cycle

A successful sales cycle doesn't just end on covering a lead to closure. We must also look at factors such as time and resources, and how much...

Auto-assign leads to sellers using assignment rules in Dynamics 365 CRM!!

How to Integrate Dynamics 365 CRM with Mailchimp (Step-by-Step FAQ Guide)

Integrating Dynamics 365 CRM with Mailchimp is no longer optional. Businesses struggle with disconnected workflows, outdated data, and missed ...